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Accessing the expertise and advice of a professional financial planner can take the worry out of investing and put you on a path to financial success.
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What a financial plan covers
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A financial plan outlines a series of goals and recommendations to guide your investment and other financial decisions.
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The sooner you start, the sooner you benefit
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The sooner you take control of your finances and begin to follow a structured financial plan, the better off you will be. It doesn't matter how much you start with or how old you are. The important thing is to get the right advice, develop a realistic plan and stick to it.
A financial plan needs to be reviewed regularly. It's also a good idea to consult a financial planner when considering or making major changes in your life, for example:
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- when you are thinking of leaving the Defence Forces
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- when you marry or have a child
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- when you are planning for retirement.
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About Bridges Personal Investment Services
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Defcredit has appointed a leading financial planning and stock broking group, Bridges Personal Investment Services, to provide financial planning and related services to members. Bridges Personal Investment Services is one of Australia's largest, national financial planning and stockbroking firms. With over 50,000 clients and more than 50 offices nationwide, the company's clients have collective investment funds totalling in excess of $5.2 billion.
We can also provide you with access to a Financial Services Officer who can assist you to achieve your financial goals. Financial Services Officers are located in Canberra, Melbourne and Townsville.
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Types of advice
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Bridges provides a wide range of financial planning and investment services to meet clients' financial needs. These include:
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- superannuation and rollover advice
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- wealth accumulation strategies
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- tax-effective investment strategies
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- strategies to maximise social security entitlements
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Confidential and obligation free
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All consultations with Bridges financial planners are confidential. There is no charge for your initial consultation.
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> Go to financial planning referral form
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Bridges Financial Services Pty Limited ABN 60 003 474 977 trading as Bridges Personal Investment Services. ASX Participant. AFSL 240837. In referring members to Bridges, Defence Force Credit Union Limited (Defcredit) does not accept responsibility for any acts, omissions or advice of Bridges and its authorised representatives.
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